Vietnam Airlines grows revenue, profit shrinks to VND 22 billion
Vietnam Airlines' 2026 plan shows traffic and revenue still recovering. But the profit cushion is so thin that another move in jet fuel, FX, or aircraft leasing costs could change the full-year result.
Phat Dat in Thu Thiem, look past the VND 60,000 billion headline
A VND 60,000 billion headline is large enough to trigger instant excitement. But for investors, the more important questions are how much of the project Phat Dat is actually taking on, what work it will do, and how the capital is being funded.
SASCO eyes HOSE as investors re-rate earnings
SASCO is no longer just an airport traffic recovery trade. What the market is really paying for is earnings quality, a rich cash dividend and the chance to graduate to a higher listing standard.
VinFast Changed Its Manufacturing CEO, Not Its Power Center
Pham Nhat Vuong stepping down from the manufacturing entity does not mean VinFast has changed strategic control. The more important shift is where assets, sales rights and debt obligations now sit after the corporate split.
Hanoi Metro Breaks Ground, Vingroup Gets Repriced
The groundbreaking of five metro lines worth more than VND 1.3 quadrillion sent VIC, VHM and VRE sharply higher on the morning of June 22. For now, though, the market is pricing in infrastructure optionality and corridor value, not earnings that have already shown up in the numbers.
ACV Is Carrying More Passengers, Not More Profit
Passenger traffic is still rising at ACV, yet the company has set a sharply lower profit target for 2026. The real story is not the new chairman, but an investment cycle that is pushing costs higher before new assets can fully pay back.
Vinhomes' VND 18,000 Billion Dividend Opens Room for VIC
The nearly VND 27,300 billion dividend cycle at Vinhomes and Vincom Retail is not just about cash landing in shareholder accounts. The sharper question is how much of that capital can realistically flow back to VIC and what it does to Vingroup's financial flexibility.
HVN’s two-session surge is a recovery trade
HVN’s back-to-back limit-up sessions are not just a momentum story. The market is bundling together Q1 earnings, the new Amsterdam route and the June 28 annual meeting into one recovery thesis.
Vinhomes Stops Chasing New Land, Bets on Execution
Vinhomes says its current landbank is enough for 5-7 years of continuous development. The bigger signal is not the size of the landbank itself, but a market shift that rewards execution speed and real cash flow more than headline acreage.
Nvidia's $25 billion bond sale puts capital costs in focus
Nvidia returned to the U.S. bond market with a $25 billion deal after investor orders swelled to $85 billion. The bigger story is not liquidity stress, but the fact that the AI trade is now being priced through long-term funding costs.
HPG Targets Nearly 15 Million Tons, but HRC Is the Test
Hoa Phat's nearly 15 million ton steel target for 2026 sounds impressive, but the real question for HPG shareholders is not sheer volume. The key issue is whether Dung Quat 2 can turn that extra HRC output into healthy margins and credible cash generation.
Oracle posted big profits, still got marked down
Oracle's June 10 earnings release looked strong almost everywhere investors usually check first. Yet the stock still fell in after-hours trading because Wall Street is focusing more on cash conversion, capital spending, and dilution risk than on the revenue beat itself.
CII hits ceiling as funding signal outruns profit worries
CII's ceiling hit on June 10 did not start with an earnings surprise. The market reacted to a rarer signal: demand for its unsecured convertible bond offer came in at more than three times the deal size.
FPT Has More Vietnamese Data, but Revenue Comes Later
Nemotron-Personas-Vietnam gives FPT a new layer of local AI data. For shareholders, though, value appears only when that layer moves through infrastructure, fine-tuning, and paid deployments.
Vingroup Keeps a Path for Value to Return to VIC
The June 8 resolution does not mean Vingroup has already bought more of GSM or VinEnergo. What matters is that the group has preserved a route for value from those businesses to flow back to the listed parent when the timing works.